Summary
Overview
Work History
Education
Skills
Timeline
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Javier Manuel Berlanga

Javier Manuel Berlanga

Licensed Financial Advisor | Sales | Marketing | Content Creation
Taguig

Summary

Boasting a robust background in Sales, Social Media, and Customer Service, I am a seasoned professional adept at addressing varied client demands and excelling in high-pressure environments.


My career is marked by a steadfast commitment to meeting deadlines without compromising the quality of my output.


As a former Licensed Financial Advisor,

My proficiency in managing a substantial client base has refined my communication, problem-solving, and interpersonal abilities, fostering enduring connections and propelling successful outcomes.

Overview

8
8
years of professional experience
9
9
years of post-secondary education
2
2
Languages

Work History

Brand Ambassador Peer Support Advocate / Marketing

UDRIVE GROUP
11.2023 - Current
  • Executing brand visibility initiatives as a Brand Ambassador
  • Achieved targeted marketing goals by collaborating closely with team members to develop effective strategies for each campaign.
  • Increased social media presence for various brands by generating quality content during marketing events and sharing it on multiple platforms.
  • Designed and distributed promotional materials, increasing brand recognition at events.

Licensed Financial Consultant/Asst. Unit Manager

PRU LIFE UK
01.2023 - 07.2024
  • Assisted in development and implementation of policies, procedures, and regulations for unit operations.
  • Optimized staffing levels by monitoring unit needs and making data-driven adjustments to scheduling as necessary.
  • Increased staff retention rates with supportive leadership techniques, mentoring programs, and positive work environment initiatives.

Senior Financial Advisor / Asst. Unit Manager

SUN LIFE FINANCIAL
05.2022 - 12.2022
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.

Financial Sales Associate

MANULIFE CHINA BANK LIFE ASSURANCE CORPORATION
06.2018 - 12.2021
  • Excelled in client relationship management at the elite CHINA BANK BUSINESS CENTER in Makati, serving a portfolio of high-net-worth individuals and top-tier clients
  • Boosted customer retention rates through regular follow-up meetings and attentive service.
  • Exceeded sales targets consistently by utilizing effective prospecting techniques and leveraging professional networks.

Loans Specialist/Telemarketer Sales

ALL-IN CONNECTIONS
12.2016 - 05.2018
  • Generated new leads through targeted cold calling efforts, expanding the company''s client base.
  • Completed daily cold calling and outreach to build sales pipeline.

Education

Bachelor of Arts -

Treston International College
Taguig, Philippines
04.2001 - 01.2010

Skills

Customer engagement

Adaptable personality

Revenue generation

Business growth

Branding

Social media management

Marketing

Sales expertise

Goal-oriented mindset

Social media marketing

Team leadership qualities

Data-driven decision making

Content creation proficiency

Customer relations

Customer service

Brand awareness

Timeline

Brand Ambassador Peer Support Advocate / Marketing

UDRIVE GROUP
11.2023 - Current

Licensed Financial Consultant/Asst. Unit Manager

PRU LIFE UK
01.2023 - 07.2024

Senior Financial Advisor / Asst. Unit Manager

SUN LIFE FINANCIAL
05.2022 - 12.2022

Financial Sales Associate

MANULIFE CHINA BANK LIFE ASSURANCE CORPORATION
06.2018 - 12.2021

Loans Specialist/Telemarketer Sales

ALL-IN CONNECTIONS
12.2016 - 05.2018

Bachelor of Arts -

Treston International College
04.2001 - 01.2010

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Javier Manuel BerlangaLicensed Financial Advisor | Sales | Marketing | Content Creation